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Corus Family Wealth Advisors: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Corus Family Wealth Advisors on JPM, newest first. How the timeline and the estimate are built.

Corus Family Wealth Advisors held 1,114 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,114 shares
    Change vs previous 13F -256 shares

    0.25% of the 13F portfolio, value $364,560.

    13F-HR 0001894830-26-000003 filed by Corus Family Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,370 shares
    Change vs previous 13F +8 shares

    0.33% of the 13F portfolio, value $403,000.

    13F-HR 0001894830-26-000002 filed by Corus Family Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,362 shares
    Change vs previous 13F -63 shares

    0.35% of the 13F portfolio, value $438,864.

    13F-HR 0001894830-26-000001 filed by Corus Family Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,425 shares
    Change vs previous 13F -102 shares

    0.33% of the 13F portfolio, value $449,488.

    13F-HR 0001894830-25-000007 filed by Corus Family Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,527 shares
    Change vs previous 13F +315 shares

    0.31% of the 13F portfolio, value $442,693.

    13F-HR 0001894830-25-000005 filed by Corus Family Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,212 shares
    Change vs previous 13F +310 shares

    0.2% of the 13F portfolio, value $297,304.

    13F-HR 0001894830-25-000004 filed by Corus Family Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 902 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $216,219.

    13F-HR 0001894830-25-000001 filed by Corus Family Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).